-70.8%
OPEN vs VTR
+186.0%
-256.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.7% |
| 7D | -4.3% | -1.7% | -2.6% | -3.4% |
| 30D | -16.2% | -2.4% | -13.8% | -15.3% |
| 3M | -36.4% | +14.8% | -51.2% | -42.1% |
| 6M | -35.5% | +5.3% | -40.8% | -38.7% |
| YTD | -46.0% | +18.1% | -64.1% | -52.3% |
| 1Y | -47.1% | +36.7% | -83.9% | -57.9% |
| 3Y | -19.0% | +130.1% | -149.1% | -55.2% |
| 5Y | -83.6% | +89.5% | -173.1% | -90.0% |
| All | -70.8% | +186.0% | -256.8% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling